HWA

HCR Wealth Advisors Portfolio holdings

AUM $966M
1-Year Est. Return 21.68%
This Quarter Est. Return
1 Year Est. Return
+21.68%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$437M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.46M
3
+$3.57M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$3.1M
5
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.85M

Top Sells

1
+$30.2M
2
+$15.3M
3
+$7.24M
4
PSQ icon
ProShares Short QQQ
PSQ
+$3.26M
5
AMZN icon
Amazon
AMZN
+$936K

Sector Composition

1 Technology 23.86%
2 Consumer Discretionary 7.33%
3 Communication Services 6.18%
4 Financials 5.72%
5 Consumer Staples 4.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$357K 0.08%
15,695
-1,000
127
$355K 0.08%
4,407
+10
128
$342K 0.08%
3,245
129
$334K 0.08%
1,998
130
$321K 0.07%
+2,847
131
$291K 0.07%
10,220
132
$291K 0.07%
+5,068
133
$276K 0.06%
2,339
-395
134
$276K 0.06%
19,041
135
$276K 0.06%
3,414
-250
136
$273K 0.06%
899
-22
137
$269K 0.06%
4,194
+75
138
$266K 0.06%
24,650
-15,200
139
$264K 0.06%
1,593
+50
140
$263K 0.06%
542
141
$263K 0.06%
+545
142
$255K 0.06%
28,874
143
$254K 0.06%
+10,728
144
$245K 0.06%
1,938
145
$244K 0.06%
4,170
-71
146
$241K 0.06%
3,054
-114
147
$237K 0.05%
2,365
148
$232K 0.05%
+1,393
149
$228K 0.05%
+408
150
$224K 0.05%
+1,095
4 5
6
7 8